Take Two Minutes And See If You Qualify For A Paycheck You Can't Outlive

I built this short survey myself, because not every account fits what I do, and not everyone qualifies for this type of income stream. Answer eight quick questions and I'll tell you honestly, in plain language, where you stand.

1. How old are you right now? *

under age 50

51 through 58

59 through 64

65 through 72

Over 72

GLID

UTM Campaign

UTM Content

UTM Source

UTM Medium

UTM Term

FBCLID

2. What's your work situation these days? *

Working, federal government

Working, private sector

Self-employed or business owner

Recently laid off or took a package

Retired

3. Where does your retirement money actually sit right now? Check every box that applies. *

401k

TSP

403b or 457

IRA or Roth IRA

Pension

Brokerage or stocks

Not sure

4. Who's making the day-to-day decisions on that money? Check everything that's true for you. *

An advisor manages it

Target-date fund, it manages itself

I manage it myself

Mostly cash or CDs

I already own an income product

Honestly not sure

5. When do you think you'll actually need to start pulling income from these accounts? *

I need it now

Within 2 years

2-5 years

5+ years

6. If you're honest with yourself, what worries you the most? *

Running out of money

Losing savings in a market drop

Paying too much in taxes

Affording care if my health changes

Leaving something for my family

7. Roughly how much do you have saved across all your retirement accounts? *

Under $50k

$50k-$150k

$150k-$400k

$400k-$1M

Over $1m

8. What's your household income before taxes? *

Under $50,000

$50,000-$75,000

$75,000-$125,000

$125,000-$200,000

$200,000-$350,000

Over $350,000

Name *

Email *

Phone *

This page is for education, not investment or tax advice, and I'd encourage you to talk with your own tax professional about your specific situation before making any decisions. Any guarantees mentioned on this site are backed by the claims-paying ability of the issuing insurance company, not by me or my firm personally. Results and outcomes vary from person to person and from account to account.

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